Core Viewpoint - Taobao and Ele.me jointly announced their commitment to resist malicious competition and promote ecological win-win cooperation, outlining four key initiatives to enhance consumer and merchant experiences [2]. Group 1: Key Initiatives - The companies will plan and distribute subsidies based on consumer and merchant needs [2]. - They will actively eliminate unfair competition practices and avoid irrational promotional activities such as large-scale "0 yuan purchase" campaigns to stimulate consumption potential and innovation in emerging markets [2]. - Continuous improvement of service quality will be prioritized, including the provision of diverse consumption scenarios, a wider range of products, and upgrades to the efficiency of the delivery network [2]. - A "listening-consulting-optimizing-feedback" system has been established to address core issues such as merchant participation, product quality, and rider rights, with multiple discussion meetings being held across various locations [2].

Core Viewpoint - The company emphasizes the need to establish a fair and orderly industry environment, addressing concerns over irrational competition and promoting sustainable development in the food delivery sector [1][2]. Group 1: Company Commitments - The company commits to strictly adhere to various laws and regulations, including the Anti-Monopoly Law and the E-Commerce Law, to avoid selling goods and services at prices significantly below cost, which distorts market signals [1]. - The company will transparently disclose subsidy information to merchants and consumers, avoiding exaggerated claims about total subsidies [1]. - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1]. - The company will uphold a non-discriminatory principle for merchants and consumers, ensuring fairness in promotional subsidy activities and protecting the interests of small and medium-sized businesses [1]. - The company aims to create a win-win ecosystem for consumers, merchants, delivery riders, and platform enterprises, focusing on quality and service rather than just price competition [1]. Group 2: Industry Perspective - The food delivery market is interconnected with consumers, merchants, and riders, and irrational competition leads to unsustainable benefits for all parties involved [2]. - The company expresses willingness to collaborate with all stakeholders to resist "involution-style" competition, redirecting resources towards improving service experiences, enhancing merchant operations, and safeguarding rider rights [2]. - The company advocates for technological innovation and international competition to promote high-quality industry development [2].

美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行 为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承诺从自身做起，并 积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示，开展补贴活动将严 格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权。 责任编辑：李思阳 ...

智通财经8月1日电，美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视， 将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承 诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示， 开展补贴活动将严格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价 权。 美团呼吁抵制"内卷式"竞争 共建行业良好生态 ...

三周前，本就硝烟弥漫的外卖大战达到高潮。其时，各大外卖平台大规模补贴消费者，关键词"免费奶茶"冲上热搜榜首，众多网友在微博上惬意的分享 着"0元购"奶茶的经历。个别城市茶饮门店订单编号有突破四位数的，排队等待自取或配送时间有超过1小时的，这是以前从未过的景象，奶茶市场可 谓"空前繁荣"。 即将又是一个周末，背靠沙发、划动手机屏幕，看着各种"好礼"、"兑换券"纷纷到账，可是无论领券或者凑单，消费者再也无法像三周前那样，在线上点 到免费的外卖。 美团、阿里、京东，三大集团在外卖市场的竞争仍在继续。只是现在，三大集团的促销更加理性，眼光更加长远。外卖大战硝烟逐渐散去，万点研究和大 家一起回顾一下之前的外卖大战，到底发生了什么，我们又能看到什么？ 外卖战下奶茶市场曾空前"繁荣" 京东这家以3C产品起家的电商巨头的加入，让外卖市场的"战争"突然"烽烟四起"。 在京东加入外卖大战之前，艾媒咨询数据显示，2024年中国消费者使用的外卖平台，美团以50.17%的占比位列第一，KFC/麦乐送/吉时送/必胜客宅急送等 品牌小程序、APP和饿了么位居第二、第三，占比分别为41.96%和40.73%（小编注释：因为同一消费者可以使用 ...

打江山容易，守江山难。主动进攻方有更多选择，战略目标也许只是战略叨扰。但被动卷入的美团，可能并没有竞争对手那么多赢的空间。 直到2023年，王莆中才出现在美团的财报中。 这一年，美团成功打跑了来势汹汹的抖音，主导者就是王莆中。 这是王莆中的高光时刻，但没成想，进入2025年，新的使命再次落到头上。 这位华北电力大学的高材生，如今掌管十个板块的"相印"，在实际权力上已经是王兴之下的"二号位"，阻击蒋凡、刘强东的关键人物。 王慧文"平替" 2020年初，王慧文宣布从美团彻底退休，美团痛失"二号人物"。 作为王兴的室友，王慧文是王兴极为倚仗的人。二人一同创办了人人网，又一同创立了美团。在美团与大众点评、百度、阿里、滴滴打仗的10年间，王慧 文主导了一场又一场硬仗。 王慧文宣布退出的前后脚，王兴宣布启动"领导梯队培养计划"，推动公司人才盘点、轮岗锻炼、继任计划等一系列工作，事实上就是寻找王慧文的继任 者。 易观数据显示，2015年，饿了么以33.6%的份额领跑整体外卖市场，到2019年上半年，美团外卖的市场份额52%，比饿了么高了8个点。 履约能力是外卖的重中之重，王莆中在这方面立下了汗马功劳。据晚点，内部人士评价他 ...

进入盛夏，外卖大战烽火又起。 7月12日周六，继月初的补贴大战后，美团和淘宝再次祭出18元起跳的大额红包，并附赠各种零零碎碎 的免单券、兑换券、抽奖券。补贴带来的后果非常明显，各平台外卖订单数量不断刷新纪录，从淘宝宣 布闪购订单数超过8000万，到美团即时零售日订单突破1.5亿，只用了一周的时间。 7月18日，市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守《电子商 务法》《反不正当竞争法》《食品安全法》等法律法规，进一步规范促销行为，理性参与竞争，共同构 建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态，促进餐饮服务行业规范健康持续发展。 这是继2025年5月份五部门约谈外卖平台后，三巨头再次被约谈。 为什么外卖大战的烽火，一直从3月份持续到7月份，而且到目前为止未有停止下来的趋势？最为可能的 原因是，外卖这一业态的逻辑发生了变化，它不只是一个行业，而是成为撬动其它领域入口，而即时零 售则是各大平台今后着力的主战场。 今年2月，京东凭借"全年免佣金+骑手五险一金"的组合拳高调入场，而京东创始人刘强东更是给京东外 卖下达了利润率不超过5%的命令。尽管后来业界证明外卖行业5%的利润 ...

Core Viewpoint - The recent revision of the Price Law in China aims to address the issue of "involution" in market competition, particularly in the context of food delivery platforms and other sectors, by implementing stricter regulations on pricing strategies and promoting fair competition [1][2]. Group 1: Background and Context - The "subsidy war" among food delivery platforms has brought "involution" competition into public view, prompting the government to take significant reform measures to optimize market competition order [1]. - The Price Law, in effect since 1998, has played a crucial role in guiding resource allocation and protecting consumer rights, and its first revision is intended to meet new economic demands and challenges posed by digital and platform economies [1][2]. Group 2: Key Changes in the Price Law - The revision includes ten main points focusing on improving government pricing regulations, clarifying standards for identifying unfair pricing behaviors, and enhancing legal responsibilities for price violations [2]. - The revised law aims to regulate typical issues such as predatory pricing, price discrimination, and price gouging, thereby addressing the negative impacts of "involution" competition [2]. Group 3: Impacts on Consumers and Labor - The revision shifts the role of consumers from passive recipients to active participants in the pricing process, allowing them to influence pricing mechanisms through feedback [3]. - It aims to better protect the rights of workers, particularly in flexible employment sectors, by curbing harmful price wars and encouraging companies to invest in research and development instead of low-price competition [4]. Group 4: Adaptation to New Economic Realities - The revision responds to emerging pricing issues in the digital economy, such as algorithmic pricing discrimination and forced choices by platforms, by incorporating new regulatory measures [5]. - It emphasizes the shared responsibility of platform companies in pricing practices, aiming to protect smaller businesses and foster innovation in the market [5][6]. Group 5: Long-term Goals - The Price Law revision is seen as a critical step in establishing a robust defense against "involution," promoting high-quality economic development by encouraging innovation and efficient resource allocation [6]. - By enhancing market competition and encouraging companies to focus on technological advancements, the revision aims to transition China's industrial competitiveness from scale advantages to technological advantages [6].

Core Viewpoint - The article highlights the risks of excessive competition and disorderly market practices in various industries, emphasizing the need for regulatory measures to optimize market order [1][4]. Group 1: Market Competition - Price wars and excessive discounting are common marketing strategies, but when they lead to below-cost pricing, they can create a negative spiral of reduced R&D and competitiveness [1][2]. - There are two main types of disorderly competition: "involution" characterized by systemic industry issues leading to profit shrinkage and innovation slowdown, and unfair competition involving illegal practices like trademark infringement and fake sales [1][3]. Group 2: Regulatory Challenges - Structural imbalances in supply and demand, particularly in sectors like new energy and photovoltaics, contribute to disorderly competition, exacerbated by outdated regulations and enforcement shortcomings [3][4]. - Recent cases of substandard products and false advertising reveal the detrimental effects of extreme price pressures on consumer rights and industry innovation [2][3]. Group 3: Solutions and Recommendations - Addressing the root causes of disorderly competition requires both industrial adjustments and legal upgrades, including the elimination of outdated production capacities and support for technological innovation [3][4]. - The government aims to regulate competition through a legal framework that clarifies competitive boundaries and promotes resource optimization, encouraging businesses to focus on quality and innovation [4].

"最近，我朋友圈最多的广告就是招募，招募骑手、站长、城市运营、经理，不停在进人，这是蓬勃的 就业力量。"中国物流与采购联合会同城即时物流分会秘书长万莹说，骑手是整个行业发展的基石，随 着骑手收入与就业的提升，行业的关怀与保障也在同步加强。 恳谈会上多位商家谈及单量提升对门店的影响，到场的品牌商家"和合谷"外卖平台负责人孙越称，7月 外卖订单比6月上涨超过100%，远超去年同期；从订单构成来看，销售总额和利润总额也高于去年同 期。随着单量显著上涨，各门店都开始加紧进行人员招聘。 北京市总工会权益工作部副部长安京表示，恳谈会作为多元化沟通的方式，让外卖骑手多了表达诉求的 渠道，"随着闪购上线，骑手订单增加了、收入增加了，商家效益提升了，消费更有活力，平台也扩大 了就业，这是一个共赢的局面。" 新京报讯（记者秦胜南）7月31日，新京报记者获悉，在近日中国新就业形态研究中心、北京市总工 会、北京市朝阳区总工会联合饿了么举办的骑手与商家恳谈会上，多位骑手及商家表示，淘宝闪购上线 后，其订单量、收入以及商家效益均有提升。数据显示，淘宝闪购上线以来，骑手数量整体同比增长 78%。 恳谈会上，在北京跑外卖四年的李雪贞说，订单 ...